MD Short-Term Bond Fund
About this portfolio
This fund is suitable for a risk-averse investor who is looking for a fixed-income solution. The portfolio’s short duration means this fund is likely to be less volatile than most bond funds because there is less risk associated with investing in short-term assets. Used in MD Precision Portfolios™.
See Fund Performance to see how this Portfolio is performing.
INVESTMENT objective
The fund’s investment objective is to conserve capital and produce income. Capital appreciation is a secondary objective. Positions in the portfolio are limited to investments with maturities of five years or less. Eligible investments include domestic bonds issued by the Government of Canada, and provinces and corporations with a minimum of an “A” level credit rating. The fund’s portfolio of Canadian bonds, residential mortgages and foreign bonds creates a diversified alternative for fixed-income investors.
Who is this fund for?
Investors who:
- Are looking for a core holding for the Canadian short-term fixed income component of a portfolio.
- Are seeking a fund that invests primarily in fixed income securities with short-term durations.
- Have an investment time horizon of over one year.
Documents / Resources
Series I
Fund performance and unit values
Up-to-date fund figures are always available, so you can see how our teams of international managers are delivering value and performance on a daily and monthly basis.
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MD Funds Unit Values
Getting started
Put our hand-picked asset managers to work for you. Contact an MD Advisor* to start building a personalized portfolio of MD mutual funds and pooled funds.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated. To obtain a copy of the prospectus, please call your MD Advisor, or the MD Trade Centre at 1 800 267-2332. The MD Family of Funds is managed by MD Financial Management Inc.
* MD Advisor refers to an MD Management Limited Financial Consultant or Investment Advisor (in Quebec), or an MD Private Investment Counsel Portfolio Manager.
The F series funds and pools are only available in MD Plus™ accounts. The MER for the F series funds and pools is in addition to the fees charged under the MD Plus™ Agreement, where a fee based on a percentage of your holdings is charged.